Salesforce administration essentials for new administrators
Master Salesforce administration features, configure and manage the platform effectively to improve user productivity.
-
5 days -
In-person / Remote -
10 learners -
Beginner -
From 4 000€
Salesforce : the fundamentals
Training objectives
The objective is to provide the fundamental skills to effectively manage and administer a Salesforce organisation. You will learn how to configure basic settings, manage users, profiles and permissions, and customise objects and fields to meet your organisation’s specific needs.
By the end of this training, you will be able to create and maintain reports, dashboards, and workflows, while ensuring data security and an optimal user experience.
You will have the keys you need to administer Salesforce independently and effectively, while ensuring optimal use of the platform.
Audience
- Salesforce users wishing to develop their skills
- Teams currently migrating to Salesforce
- Future Salesforce administrators
- Individuals retraining for careers in CRM or customer relations
- Anyone wishing to gain initial experience on the platform
Prerequisites
No prior knowledge of the tool is required, but familiarity with digital tools is recommended.
Training program
Administering Salesforce: mastering the basics
- Discovering the Salesforce interface and navigating the Lightning environment
- Creating and customising standard applications, tabs and objects
- User management: profiles, roles and hierarchies
- Introduction to standard objects (Accounts, Contacts, Leads, Opportunities)
- Lead qualification process and conversion into opportunities
- Setting up sales cycle stages and pipelines
- Management of accounts and contacts linked to opportunities
- Simple automation for lead management (assignment rules, notifications)
- Tracking and updating opportunities in the CRM
- Creating and managing product catalogues
- Preparing and tracking quotations in Salesforce
- Introduction to validation rules and approval flows
- Creating Process Builder and Flow to automate recurring tasks
- Tips for optimising data entry and consistency
- Setting sales forecasts and monitoring the pipeline
- Creating customised reports and cross-reports
- Designing dynamic dashboards for managers and sales representatives
- Implementing key performance indicators (KPIs) to drive business
- Secure export and sharing of analytical data
- Access rights management: profiles, permission sets, and hierarchies
- Configuring data visibility
- Customising the home page and screens to improve the user experience
- Using Lightning themes and components for a more user-friendly CRM
- Best practices for ensuring security and user adoption
Next session
19 - 23 Janv
Monday to Friday
9h00 - 17h30
Teaching methods and resources
The 5-day training course is run either remotely or face-to-face by a Salesforce expert trainer.
The trainer provides comprehensive technical training that is also adapted to the customer’s reality and the participants’ business requirements.
This is an active and participative training program, designed to enable learners to play an active role in their own training. It combines theory with practical exercises and role-playing exercises directly applied to their company and context.
Customer relationship management at the heart of commercial strategies
Training in Salesforce administration means acquiring skills that are highly sought-after on the job market.
You’ll be able to adapt the tool to any organization, improve the efficiency of sales and marketing teams, and ensure data quality.
Focus on Salesforce
Salesforce is a cloud-based Customer Relationship Management (CRM) platform.
More than just a CRM tool, Salesforce offers a complete ecosystem of scalable solutions that can be adapted to different industries and business needs. Whether it’s tracking a sales pipeline, launching a targeted marketing campaign or providing responsive customer service, Salesforce unifies actions and puts the customer at the center of strategy.
With Salesforce, teams can collaborate more effectively, automate repetitive tasks and make decisions based on reliable, real-time data.
image source: salesforce.com
How to finance your training?
Depending on your status – employee, self-employed or jobseeker – there are a number of different financing solutions available. These solutions can cover all or part of your training costs.
Our training organization is Qualiopi certified, giving you access to a wide range of funding schemes.
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